See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,064 | $99,640-7.6% | $86,436+6.5% | $134,475-31.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.18% | 6782.58%-6804.8pp | 4394.89%-4417.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $3,882 | $4,400-11.8% | $3,769+3.0% | $4,740-18.1% |
| Participant deferral / active EE | $10,547 | $7,246+45.6% | $6,952+51.7% | $6,400+64.8% |
| Admin fee / account holder | $3,739 | $8,371-55.3% | $6,731-44.5% | $11,426-67.3% |